Digital product Archives - CPA Trendlines

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INSTANT DOWNLOAD
Making Mergers Work: Special Report [eBook]
Essential management and leadership considerations in effectively integrating organizations in the event of a merger or acquisition.

After the deal is done, and the celebrations end, the hard work begins

FREE for PRO Members of CPA Trendlines here. Not a PRO Member yet? Sign up here.

$199.50 Learn More
BEST SELLER!
CPA Firm Succession Planning: A Perfect Storm
The roadmap for creating and implementing a succession plan.
$155.00 – $230.00 Learn More
Sale! TOUGH QUESTIONS, SMART ANSWERS
101 Questions and Answers: Managing an Accounting Practice, Volume 1
"Fantastic..!" "Wise..!" "Great reference..!"

By Edward Mendlowitz, CPA, ABV, PFS

With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More
ALL NEW! EXPANDED!
CPA Firm Retreats: The Do-It-Yourself Guide
Created for firms committed to making their next meeting a game-changer
$155.00 – $230.00 Learn More
THINK BIG, GET RESULTS
Strategic Planning and Goal Setting for Results
The complete guide to successful planning
$155.00 – $230.00 Learn More
NEWEST EDITION
The Rosenberg Survey: National Study of CPA Firm Statistics
The leading national compendium of CPA firm practice management benchmarks.

“THE barometer for CPA firm practice management.” – AccountingToday

NEW & UPDATED FOR 2021 PLANNING!
$500.00 Learn More
INSTANT DOWNLOAD
The Client Service Idea Book
Guidance, tips, strategies, tactics, real-life stories, and research data for driving client satisfaction, retention and new revenue
$49.95 Learn More
Sale! BEST-SELLER!
101 Questions and Answers: Managing an Accounting Practice, Volume 2
By Edward Mendlowitz, CPA, ABV, PFS

With tables, checklists, sample letters, illustrative examples, real-life stories, step-by-step instructions, and appendix.
$149.97 – $169.94 Learn More
Sale! SEIZE THE FUTURE
Accountaneur: The Entrepreneurial Accountant
Mind-blowing insights into today's emerging opportunities
$149.97 – $169.94 Learn More
SMART MARKETING
Accounting Marketing 101 for Partners
A practical guide to the management of marketing strategy for leaders and managers of tax, accounting, and CPA firms
$25.95 Learn More
Sale! NEW 50-PART AUDIO SERIES
Business Development on a Budget – The Full Workbook & Podcast Series
The 25-Step Program for Building a Business Development Infrastructure in Your Accounting Firm.
PLUS: A 50-Part Self-Study Audio Series

By Martin Bissett
$129.97 – $149.97 Learn More
BEST-SELLER
CPA Firm Management & Governance
The Essential Managing Partner's Guide to Running a CPA Firm Like a Business

By Marc Rosenberg CPA
$155.00 – $230.00 Learn More
Dollars & Sense
CPA Firm Partner Compensation: The Art and Science
The complete guide to balancing fairness, accountability, trends and controversies.
$180.00 – $275.00 Learn More
SUCCESSION STRATEGIES
CPA Firm Partner Retirement / Buyout Plans
The essential tool for revising, updating or creating new buyout agreements.

By Marc Rosenberg
$180.00 – $275.00 Learn More
Sale! RECRUITING, RETENTION, DEVELOPMENT
CPA Firm Staff: Managing Your #1 Asset
The Complete Guide for Managing Your #1 Asset

By Marc Rosenberg
$180.00 – $275.00 Learn More
HOW TO HERD CATS
Effective Partner Relations and Communication
The complete guide to effective communication within CPA firms
$155.00 – $230.00 Learn More
THE ROADMAP for the NEW FIRM
From Success to Significance: The Radical CPA Guide
The Practice-Proven Roadmap to a New Business Model for CPA Firms

By Jody Padar, CPA, MST
Author of the best-selling The Radical CPA
$175.00 – $215.00 Learn More
WHAT EVERYONE SHOULD KNOW
How CPA Firms Work: The Business of Public Accounting
The talent-development primer that explains how CPA firms work as a business
$155.00 – $230.00 Learn More
THE ESSENTIALS
How to Bring in New Partners
The complete guide for planning and structuring the process
$180.00 – $275.00 Learn More
GET WHAT YOU'RE WORTH
Implementing Fee Increases
Ed Mendlowitz, “The Practice Doctor,” answers practitioners’ critical questions with sample client letters, checklists, and illustrative schedules.

FREE for PRO Members here. Not a PRO Member yet? Sign up here.
$95.00 Learn More
Sale! STREAMING WEBCAST
Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast
How to Create the Roadmap for Your Firm's Growth The companion webinar to the handbook.
~~$49.50~~ $37.97 Learn More
VALUE BILLING MADE SIMPLE
Price It Right
How to Value Accounting Services

By August J. Aquila

NEW STEP-by-STEP HANDBOOK FOR FIRMS OF EVERY SIZE

Add the PDF edition and start benefiting immediately with the instant download
$189.95 – $199.50 Learn More
The CPA Trendlines Pathfinder Series
Talent Development & Career Planning
Serious, pertinent topics and ideas accompanied by action-oriented self-assessments and workbook activities designed to inspire personal and professional development.

Free U.S. Shipping via Priority Mail
$195.00 Learn More
Sale! POWERFUL, PROVEN SYSTEMS
The Accountant’s Social Media Handbook
The new way to attract new clients, deliver amazing service, recruit and retain the best talent, and seize and manage new growth opportunities – in just minutes a day.

By Becky Livingston
$99.50 – $124.97 Learn More

OUR TOTAL COMMITMENT TO YOUR TOTAL SATISFACTION

Tax, accounting and finance professionals worldwide rely on CPA Trendlines to deliver the actionable intelligence they need to identify and act on emerging issues and opportunities. We specialize in high-quality, concise executive briefings designed to help busy professionals improve their organizations, advance their careers, and enhance their lives. Our reports are relevant, timely and to-the-point, providing only the most essential, most practical, information. Many are readable in under an hour and are immediately actionable.

– Rick Telberg

President / CEO

CPA Trendlines / Bay Street Group LLC

_____________________

YOUR 100% SATISFACTION GUARANTEE

CPA Trendlines guarantees you will be 100% satisfied with your purchase or your money back. If you are less than completely satisfied for any reason, just return the item in saleable condition within 30 days of receipt to: CPA Trendlines Returns, 139 Washington Ave., Kingston N.Y. 12401-4825 USA. Please enclose a copy of the receipt or order confirmation. No hassle, no problem, no-questions-asked. After we receive the return, please allow seven days for the refund to be processed by your credit card company.

_____________________

CUSTOMER COMMENTS AND REVIEWS

“I received exactly what I was interested in and more. What was previewed about the book is what I received. Very satisfied!"

“You guys are on the front edge of the accounting industry and provide progressive and thought-provoking information to keep CPAs moving forward! Keep up the great work.”

“Your topics always seem to be on point & service is excellent!“

“Your materials are very well-written, both ‘on-point’ and ‘to-the-point!‘”

“"Good stuff!"“

“"Well written and to the point!”

“Great, timely information in an easy-to-read format.”

“Good resources for managing a CPA firm”

“Informative articles, information that’s hard to find anywhere else!”

“Information that’s impossible to get anywhere else."“

“You have been very responsive, provided great service, and you are providing a service that no one else does–giving us tools that help us build our practices!"”

“I have purchased four or five titles now, and I plan on buying more. They have all been extremely useful, and I read your articles consistently, and always get the information I can use from them. I have also been passing on your articles and information to my contacts–there are quite a few CPAs who are looking to move up or start their own businesses right now who could use the guidance.”

“Thank you very much again for your great service! And for providing help on a subject that Is very timely to me. It’s going to make a big difference in how my CPA firm moves forward."

“I’m getting so much out of CPA Trendlines. And right now I’m putting together my own firm."

_____________________

Need help? Have a question? Please email our Customer Service Team here

Digital product

Making Mergers Work: Special Report [eBook]

FREE for PRO Members of CPA Trendlines here. Not a PRO Member yet? Sign up here.

CPA Firm Succession Planning: A Perfect Storm

101 Questions and Answers: Managing an Accounting Practice, Volume 1

CPA Firm Retreats: The Do-It-Yourself Guide

Strategic Planning and Goal Setting for Results

The Rosenberg Survey: National Study of CPA Firm Statistics

The Client Service Idea Book

101 Questions and Answers: Managing an Accounting Practice, Volume 2

Accountaneur: The Entrepreneurial Accountant

Accounting Marketing 101 for Partners

Business Development on a Budget – The Full Workbook & Podcast Series

CPA Firm Management & Governance

CPA Firm Partner Compensation: The Art and Science

CPA Firm Partner Retirement / Buyout Plans

CPA Firm Staff: Managing Your #1 Asset

Effective Partner Relations and Communication

From Success to Significance: The Radical CPA Guide

How CPA Firms Work: The Business of Public Accounting

How to Bring in New Partners

Implementing Fee Increases

FREE for PRO Members here. Not a PRO Member yet? Sign up here.

Inside the 90-Day Marketing Plan for CPA Firms – Streaming Webcast

Price It Right

Talent Development & Career Planning

The Accountant’s Social Media Handbook